OMX innovation · 14 / 21
One plan.
One set of numbers.
Integrated Business Planning — built on Snowflake, fit for OMX. Replace Anaplan ($200k/yr) and unify Direct Ship + Stocked into one closed loop.
DECK 14 · IBP FULL PROGRAMME · DRAFT
01 / 08
The problem
The thesis
$200k/yr for one feature.
And the closed loop
is open.
01
Anaplan overspend
"$200k/yr for demand planning only."
02
Loop is open
"Sales target ≠ demand forecast ≠ supply plan ≠ budget."
03
DS + stocked split
"Direct ship and stocked live in different worlds."
04
ASN gap
"Inbound is dark until it hits the dock."
05
Manual put-away
"Paper-based; available-to-sell window is hours not minutes."
06
Vendor roadmap risk
"Anaplan ships what Anaplan wants. Not us."
"All the input data already lives in Snowflake. The planning lives in a foreign tool — for one feature."
02 / 08
The programme
Six workstreams.
One plan.
WS1
Portfolio & Pricing (PPSS)
In flight — Deck 02
WS2
Demand Planning
Replace Anaplan · stat + consensus + promo
WS3
Supply Planning + ASN + Auto Put-away
Inventory · capacity · supplier · DC live
WS4
Financial Integration
Revenue × Margin × Working Capital
WS5
Competitive Intelligence
Plex-CI (Deck 13) feeds in
WS6
Performance & Analytics
Lens dashboards · variance · RCA
Source of truth:
D:\20-PROJECTS\officemax\ibp-program\IBP-PROGRAM.md
03 / 08
The economics
The reclaim
$230k saved every year.
Day one.
$200k
Anaplan licence
For one workflow (demand). Reclaim full.
$30k
Anaplan storage
Snowflake already paid; marginal cost.
$230k
Year 1 reclaim
Before any forecast / inventory uplift.
+15-20%
Forecast accuracy in 12mo
-10-15%
Inventory reduction in 18mo
>98%
Service level maintained
-30%
Planning cycle time in 6mo
Targets from
IBP-PROGRAM.md
. Reclaim is direct; uplift compounds.
04 / 08
The cadence
Monthly.
Always.
Week 1
Product Review
Commercial Director
Portfolio health · NPI · discontinuations
→
Week 2
Demand Review
Sales Director
Consensus forecast · promo · assumptions
→
Week 3
Supply Review
Operations Director
Constrained supply · inventory · capacity
→
Week 4
Pre-S&OP
Planning
Gap resolution · trade-offs · one plan
→
MBR
Management Business Review
CEO/GM
Approved plan. One set of numbers.
05 / 08
Architecture
Snowflake-native.
Layer everything in.
Sources
Pronto · ERP
Salesforce · CRM
DS supplier feeds
Stocked DC ops
Plex-CI · CI signal
→
IBP engine
Snowflake
dbt models
PPSS layer
Demand · Supply · Finance · CI · Perf
→
Surfaces
Lens dashboards
MBR pack auto-gen
AI semantic Q&A (Deck 17)
Reps · planners · ExCo
Same Snowflake. Same dbt. Same Lens. Adding the planning brain, not a new platform.
06 / 08
The roadmap
Sequence the workstreams.
P1 · Now
WS1 PPSS
In flight. Deck 02 thesis. $350k Enable+Anaplan reclaim adjacent.
P2 · Year 1
WS2 Demand
Replace Anaplan. Stat + consensus + promotional forecast.
P3 · 18 months
WS3 Supply + ASN + Put-away
Inventory · capacity · supplier · DC arrival window · scan-to-bin.
P4 · Year 2
WS4 Financial
Revenue × Margin × Working Capital integration into Budget.
Continuous
WS5 + WS6
Competitive Intelligence (Plex-CI feeds) · Performance & Analytics on Lens.
07 / 08
The ask
Build budget. Anaplan wind-down.
One plan. Day one.
Build envelope
— sized to deliver WS2 in 12 months on top of WS1 in flight
Anaplan exit plan
— confirm contractual lock-in, set wind-down date
Snowflake compute lift
— incremental cost negligible vs licence reclaim
Cross-functional commit
— CFO + Sales + Ops + Commercial named owners (per
IBP-PROGRAM.md
)
Monthly cadence
— first MBR ceremony booked Q4 2026
Audience: CEO/GM · CFO · Commercial Director · Operations Director · Sales Director
08 / 08